Skip to content
  • There are no suggestions because the search field is empty.

2625 Importing Online Loan Applications

Zip Preferences must be set for each Point user utilizing this feature.

Refer to knowledge base article 1139 Setting up Point of Sale Preferences before continuing.

Importing Online Loan Applications

Once you have your Zip Preferences configured, you will be able to import loan applications that were submitted online by your borrowers.

1. Open Point.

2. Click the Import from Zip button on the Loans panel.

3. When there is an application to import, the Import from Zip window will open.

4. Use the Destination Folder dropdown to choose the data folder the file is to be saved in.

5. Select your Naming Option.

6. Select the File Type the file is to be saved as.

7. Select which version of the Loan Application (1003) the file will open in and be saved as.

The Redesigned URLA Form 1003 screens and forms will be completed with any data entered by the borrower(s).

Important: If the file needs to be re-imported into Point. For Zip users performing this task, refer to knowledge base article 7010 Resending a Zip Borrower Interview to Point.

8. Click the Import button.

Note: Once the file(s) are imported, a dialog box will open showing the files that were created.

9. Click OK.

10. Click Close on the Import from Zip window.

You can now search for imported file(s).

Note: To view the submitted data as it would populate the selected version, navigate to File > Print Preview and select the desired page(s) of the Loan Application to preview.